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Forum 322 BioScience April 2014 / Vol. 64 No. 4 http://bioscience.oxfordjournals.org BioScience 64: 322–332. © The Author(s) 2014. Published by Oxford University Press on behalf of the American Institute of Biological Sciences. All rights reserved. For Permissions, please e-mail: [email protected]. doi:10.1093/biosci/biu035 Advance Access publication 26 March 2014 Biodiversity, Taxonomic Infrastructure, International Collaboration, and New Species Discovery MICHAEL L. GRIENEISEN, YU ZHAN, DANIEL POTTER, AND MINGHUA ZHANG Geographic and political factors affect global research in many areas of biology with substantial field components. Progress in new species discovery continues to be undermined by sociopolitical impediments. The number of new species discovered from individual countries in 1 year is highly dependent on taxonomic infrastructure and country-scale biodiversity. Publication patterns suggest that alpha taxonomy is a higher research priority in high-biodiversity countries than in low-biodiversity countries. Alpha-taxonomy articles with authors affiliated with high- biodiversity, low-taxonomic-infrastructure tropical countries have very high rates of international collaboration, underscoring its importance in the discovery of new tropical species. Most new species descriptions include specimens collected less than 5 years prior to publication, which indicates the importance of ongoing collection efforts. National and international policies that strengthen both the taxonomic infrastructure of high-biodiversity countries and collaborations between high-biodiversity and high-taxonomic-infrastructure countries are necessary to accelerate global biodiversity discovery, given the current rapid rate of species extinctions. Keywords: biodiversity, international collaboration, research priority, taxonomic infrastructure, taxonomic impediments T horough description and delineation of the world’s species and accurate species identification are crucial for activities as vital as understanding Earth’s biodiversity and its losses; properly diagnosing and treating outbreaks of diseases and pests; and tracking the spread of invasive spe- cies, including arthropod pests. The value of biodiversity has been estimated by some authors (e.g., Losey and Vaughan 2006, McNeely et al. 2009, Maier 2012), and many species being discovered today have potential positive or negative impacts on human health and economic interests, including new species of human pathogens (e.g., Matthias et al. 2008), potential disease vectors (e.g., Gomes Hutchings and Mureb Sallum 2008), potential new crop plants (e.g., Stoffelen et al. 2008, Wilkin et al. 2008), plant pests and pathogens (e.g., Grobbelaar 2008, Karaca et al. 2008), and solvent-metabolizing bacteria (e.g., Kuisiene et al. 2008). The size of the world’s taxonomic workforce is believed to be a mere 4000–6000 people (MacLeod et al. 2010), many of whom are avocational taxonomists (Acorn 2009). Although the decline of taxonomic expertise in recent decades has been widely discussed (Evenhuis 2007, House of Lords 2008, Wheeler 2008), there are some indications that the number of authors describing new species worldwide has actually been growing (Joppa et al. 2011a, Bacher 2012, Costello et al. 2012). To bolster taxonomic efforts in the United States, the US National Science Foundation has invested tens of mil- lions of dollars in the Partnerships for Enhancing Expertise in Taxonomy (PEET) grant program since 1995, and similar programs have been developed in other countries (Rodman and Cody 2003). A new age of discovery (Giam et al. 2012) in biological taxonomy is now being driven by such efforts, combined with growing interest in biodiversity issues and the emergence of new tools, such as eTaxonomy and other cyberinfrastructure (e.g., Rilke et al. 2013), molecular phy- logenetics, and the growing but somewhat controversial application of DNA barcoding (see, e.g., Mitchell 2011 and the references therein). Although future advances toward a more integrative taxonomy (sensu MacLeod et al. 2010, Padial et al. 2010, Cesari et al. 2011) may continue to fuel this growth, several impediments are believed to stifle global and local alpha- taxonomic activities today. Two geographic or political issues that have been explored in this context are the limited taxonomic infrastructure in many tropical countries where megadiversity hotspots exist (Speers and Edwards 2008, Giam et al. 2012) and limited access to high-biodiversity regions by scientists from countries with more robust taxonomic infrastructure. Access limitations may be due

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322 BioScience • April 2014 / Vol. 64 No. 4 http://bioscience.oxfordjournals.org

BioScience 64: 322–332. © The Author(s) 2014. Published by Oxford University Press on behalf of the American Institute of Biological Sciences. All rights reserved. For Permissions, please e-mail: [email protected]. doi:10.1093/biosci/biu035 Advance Access publication 26 March 2014

Biodiversity, Taxonomic Infrastructure, International Collaboration, and New Species Discovery

MICHAEL L. GRIENEISEN, YU ZHAN, DANIEL POTTER, AND MINGHUA ZHANG

Geographic and political factors affect global research in many areas of biology with substantial field components. Progress in new species discovery continues to be undermined by sociopolitical impediments. The number of new species discovered from individual countries in 1 year is highly dependent on taxonomic infrastructure and country-scale biodiversity. Publication patterns suggest that alpha taxonomy is a higher research priority in high-biodiversity countries than in low-biodiversity countries. Alpha-taxonomy articles with authors affiliated with high-biodiversity, low-taxonomic-infrastructure tropical countries have very high rates of international collaboration, underscoring its importance in the discovery of new tropical species. Most new species descriptions include specimens collected less than 5 years prior to publication, which indicates the importance of ongoing collection efforts. National and international policies that strengthen both the taxonomic infrastructure of high-biodiversity countries and collaborations between high-biodiversity and high-taxonomic-infrastructure countries are necessary to accelerate global biodiversity discovery, given the current rapid rate of species extinctions.

Keywords: biodiversity, international collaboration, research priority, taxonomic infrastructure, taxonomic impediments

Thorough description and delineation of the world’s species and accurate species identification are crucial

for activities as vital as understanding Earth’s biodiversity and its losses; properly diagnosing and treating outbreaks of diseases and pests; and tracking the spread of invasive spe-cies, including arthropod pests. The value of biodiversity has been estimated by some authors (e.g., Losey and Vaughan 2006, McNeely et  al. 2009, Maier 2012), and many species being discovered today have potential positive or negative impacts on human health and economic interests, including new species of human pathogens (e.g., Matthias et al. 2008), potential disease vectors (e.g., Gomes Hutchings and Mureb Sallum 2008), potential new crop plants (e.g., Stoffelen et al. 2008, Wilkin et  al. 2008), plant pests and pathogens (e.g., Grobbelaar 2008, Karaca et al. 2008), and solvent-metabolizing bacteria (e.g., Kuisiene et al. 2008).

The size of the world’s taxonomic workforce is believed to be a mere 4000–6000 people (MacLeod et al. 2010), many of whom are avocational taxonomists (Acorn 2009). Although the decline of taxonomic expertise in recent decades has been widely discussed (Evenhuis 2007, House of Lords 2008, Wheeler 2008), there are some indications that the number of authors describing new species worldwide has actually been growing (Joppa et al. 2011a, Bacher 2012, Costello et al.

2012). To bolster taxonomic efforts in the United States, the US National Science Foundation has invested tens of mil-lions of dollars in the Partnerships for Enhancing Expertise in Taxonomy (PEET) grant program since 1995, and similar programs have been developed in other countries (Rodman and Cody 2003). A new age of discovery (Giam et al. 2012) in biological taxonomy is now being driven by such efforts, combined with growing interest in biodiversity issues and the emergence of new tools, such as eTaxonomy and other cyberinfrastructure (e.g., Rilke et al. 2013), molecular phy-logenetics, and the growing but somewhat controversial application of DNA barcoding (see, e.g., Mitchell 2011 and the references therein).

Although future advances toward a more integrative taxonomy (sensu MacLeod et  al. 2010, Padial et  al. 2010, Cesari et al. 2011) may continue to fuel this growth, several impediments are believed to stifle global and local alpha-taxonomic activities today. Two geographic or political issues that have been explored in this context are the limited taxonomic infrastructure in many tropical countries where megadiversity hotspots exist (Speers and Edwards 2008, Giam et  al. 2012) and limited access to high-biodiversity regions by scientists from countries with more robust taxonomic infrastructure. Access limitations may be due

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to factors such as political isolationism (Bankowska and Sterzynska 1997), political unrest or general safety issues (Bohannon 2009, Hanson et  al. 2009) or the expense of conducting large-scale collecting expeditions thousands of miles from one’s home institution. So far, the impacts of the disparities in the spatial distributions of biodiver-sity and taxonomic effort and expertise have been quan-tified only within specific taxonomic groups, including mosquitoes (Foley et al. 2007), land mammals (Giam et al. 2012), and amphibians (Rodrigues et  al. 2010, Giam et  al. 2012). Tancoigne and colleagues (2011) also considered this issue for animal taxonomy in general but limited the analysis to a sample of 748 articles from the journal Zootaxa.

To determine the impacts of geopolitical factors on the rates at which new species are being discovered on a global scale, across all taxonomic categories, we surveyed the distribution of localities for all specimens assigned to newly described species—from bacteria to mammals—in 1 year’s worth of the published literature (2008). The influ-ences of various geographical and sociopolitical factors on current species discovery were analyzed on the basis of the country-level distributions of specimens assigned to the new extant species (NES). In addition, we exam-ined the publication patterns of alpha-taxonomy articles by authors affiliated with individual countries and the prominence of international collaboration in taxonomic publications.

General characteristics of the new species literatureNew species descriptions are widely distributed in the published literature, appearing in the 2008 issues of 988 of the 2512 journals and monograph series surveyed (supplemental data set S1). We had access to 819 of these 988 titles and were able to extract geographic data for 18,164 new species, including 16,001 NES (supplemental data set  S2) and 2163 new paleontological species (sup-plemental data set  S3). The 18,164 new species were described in 7009 distinct articles and monographs. These figures represent 89.2% of the total new spe-cies (20,365) and 87.8% of NES (18,225) reported for the 2008 literature in the State of Observed Species 2010 report (IISE 2010). The SOS reports provide taxonomic data but not geographic data. The 16,001 NES were analyzed further.

Taxonomic distribution of NESThe taxonomic distribution of NES (figure 1, supplemental table S1) in this survey is similar to that reported in the

IISE (2010). Arthropods dominate both surveys (figure  1), with insects representing slightly less than half (49.3%) of the NES in our survey. However, taxonomists continue to discover new species across the full taxonomic spectrum— including 765 new extant vertebrate species in 2008 (figure  1). Most authors placed the new species they described into a family, although some were listed as incer-tae sedis or family indeterminate. We placed the remainder into families using online databases, such as the Integrated Taxonomic Information System (see the supplemental mate-rial). This process yielded 2123 families (data set S2a), which is only a crude estimate, because of the controversial nature of family-level taxonomy in some groups. The largest fam-ily, Coleoptera: Staphylinidae, which contains over 55,000 known species, also had the greatest number of new species (708) described in 2008. Similarly, the largest plant family, Orchidaceae, which contains approximately 26,000 known species, had the greatest number of new plant species (223) described in 2008.

Geographic distribution of new species discoveryWith the exceptions of South Africa and Madagascar, new species discovery in the Afrotropical region lagged behind that in the Neotropical, Indomalayan, and Australasian regions (figure  2 and supplemental figure  S2), which is consistent with the overall pattern of numbers of known species from these regions (Mittermeier and Mittermeier 1997). Areas that are generally regarded as historically well

Figure 1. Proportions of 16,001 new extant species found in a survey of the 2008 literature that are in each major organismal group. A full list of counts in taxonomic groups down to the family level is provided in supplemental table S1.

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sampled continue to yield hundreds of new species every year, as was recently discussed for Europe by Fontaine and colleagues (2012). For example, in our survey, we found 801 species for the United States; 215 for Russia; 82 for Germany; 143 for Canada (supplemental table  S2); and many more for the European portions of France (100), Spain (182), and the United Kingdom (64), excluding NES from their remote territories.

We could not assign 354 extant and 68 paleontological specimen localities to a country, because of insufficient information or because the specimens were collected far offshore (supplemental table  S3). Although the world’s oceans and seas cover over 70% of its surface, only 275 (1.6%) of the 16,001 NES included specimens collected in these habitats. This discrepancy may be consistent with the description of the open oceans as a biological desert (Ryther 1969). However, Ryther (1969) used that term to describe commercial fish production potential and overall measures of primary productivity, the latter of which is now known to be several times higher than Ryther’s (1969) figures (Laws 2013). Authors studying marine microbes have declared that the historical biological desert paradigm of the deep ocean has shifted to one of a rainforest, thanks to a rich microbial diversity that has come to light only in recent decades (e.g., Deming 1998, Wang et  al. 2010). Other studies have sug-gested a depth bias in our knowledge of marine biodiversity, with midwater regions described as “drastically underrep-resented” compared with either surface or seafloor habitats (Webb et al. 2010).

Half of all NES country records were in the top 14 countries, where the term country refers to United Nations (UN)–recognized states and territories (data set S2): China (1582), Australia (1035), Brazil (1018), the United States (801), Indonesia (692), Ecuador (676), Malaysia (631), Mexico (499), Japan (461), India (432), Costa Rica (373), Peru (370), Thailand (362), and South Africa (357). The complete list of NES counts for all of the countries is given in table S2. Only 9 UN-recognized sovereign states had no NES in our survey: Bosnia and Herzegovina, Guinea-Bissau, Kiribati, Kosovo, Liechtenstein, Nauru, San Marino, Tuvalu, and Vatican City.

The monograph effectThe number of NES described in each article varied from 1 to 422, with the majority (78.05%) including only 1 or 2 NES (supplemental table  S4). Because large monographs often represent multiple years of effort and are focused on a particular taxon, country, or region, it is important to consider whether the monographs in the 1-year survey produced NES counts for individual countries and taxa that may not represent a typical year. Thirteen publications in the survey each included more than 50 NES (supplemental table  S5). However, they included high proportions of the NES counts for individual countries in only a few cases, such as the monograph with 422 out of 677 (62%) NES for Taiwan and another with 36 of 80 (45%) for Brunei (tables S2 and S5). Clearly, if those two monographs were not published in 2008, the NES counts for Taiwan and Brunei

Figure 2. Geographic distribution of new extant species described in 2008 publications. The species counts represent the species from all states and territories for each country currently recognized by the United Nations. For example, the counts for geographically disjointed political territories, such as Alaska and French Guiana, are included in the counts for the United States and France, respectively. A color version of this map is provided in figure S2.

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would have been much lower. In other cases, monographs were focused on countries or regions with relatively high NES counts among the remainder of the surveyed litera-ture. For example, five monographs included 281 out of 648 (43%) NES for Ecuador, and five of them included 161 out of 631 (26%) for Malaysia (tables S2 and S5). Because several of the monographs were focused on either the Neotropics or Southeast Asia, it seems reasonably likely that a few NES-rich monographs may be focused on various taxa in these regions in any given year. Most of the monographs were focused on large taxonomic groups; however, they included 422 out of 461 (92%) NES for Crustacea: Ostracoda and 187 out of 349 (54%) for Insecta: Trichoptera (data set S2a, table S5).

The roles of biodiversity and taxonomic infrastructure in country-level NES discoveryAlthough many countries with high NES counts are gener-ally considered to be high-biodiversity countries, we tested whether country-level NES data could shed light on the impact of sociopolitical factors on the global scientific com-munity’s description of NES from different countries. A mul-tiple linear regression analysis was applied to determine the impact of several key geographic and sociopolitical factors on country-level NES counts. The factors considered (and their proxies) are political stability (the State Fragility Index), social development (United Nations Education Index), eco-nomic status (per capita gross domestic product [GDP]), biodiversity (the number of known plant species), climate (rainfall and average latitude), the level of land develop-ment (the percentages of forest and agricultural land), and taxonomic infrastructure (the number of taxonomic Web of Science [WoS] articles with author affiliations from each country). The taxonomic infrastructure proxy (TIP) figures were obtained with a WoS query with (“new species” or “n sp” or “sp n” or “sp nov”) in the topic search field and 2008 as the year of publication, which yielded 5767 articles, or 82.3% of the 7009 articles with new species descriptions found in our survey of 2507 journals (data set S1).

These factors were chosen because they are likely to affect either the number of undescribed species that may be in each country or the efforts of local or foreign tax-onomists directed toward describing new species from the country in question. In addition, country-level data for them are available for a large number of countries across the developed–developing world spectrum. The variables, data sources, some caveats of the biodiversity proxy and TIP, and the relationship between country area and the biodiversity proxy are discussed in greater detail in the supplemental materials. Some other relevant variables, such as taxonomy funding levels or numbers of practicing tax-onomists, could not be included because of a general lack of data, whereas others, such as the World Bank’s overall research and development expenditures, were excluded, because data for a large percentage of developing countries are lacking.

The developed equation (MacLeod et al. 2010) indicated that the biodiversity and taxonomic infrastructure proxies were the two most important variables:

log(N̂) = –3.0 + 1.18 log(P) + 0.34 log(T),

where N̂ is the predicted NES; P is the number of known plant species in the country, as a proxy for biodiversity; and T is the TIP.

The positive coefficients (1.18 and 0.34) of the two attributes indicate that higher numbers of NES generally occurred in countries with higher biodiversity or higher taxonomic infrastructure, which is consistent with common knowledge. These two attributes explain 80.20% (R2 = .802) of the total variation, which suggests that country-scale biodiversity and taxonomic infrastructure largely deter-mine NES values. According to the application of the LMG (Lindeman–Merenda–Gold) metric from Lindeman and colleagues (1980), the former accounts for 53.83%, whereas the latter accounts for 26.37%; that is, biodiversity is just over twice as important as taxonomic infrastructure in determin-ing NES values. Plots of NES versus the biodiversity proxy and TIP as individual factors show similar respective R2 values, and both have stronger correlations with NES than does country area (supplemental figure  S1). Although we expected a correlation with biodiversity, we were somewhat surprised that, even after centuries of collection expeditions by scientists from around the world, the local taxonomic infrastructure in high-diversity countries still influences species-discovery rates.

The importance of international collaboration in taxonomyMany visions for improving the state of taxonomy research in the future call for increasing collaboration—particularly international collaboration (e.g., Wheeler et  al. 2012)—but what is the current state of international collaboration in the taxonomic literature? The proportions of taxonomic WoS articles that have author affiliations from more than one country reveal marked differences in collaboration behavior by taxonomists affiliated with countries that have differing ratios of taxonomic infrastructure to NES. Table  1 shows collaboration data for each of the 29 countries that satisfy two criteria: (1)  the number of either NES with specimens from the country or taxonomic WoS articles from 2008 with author affiliations from the country (TIP) is greater than 100 and (2) the other figure is greater than 20. The first criterion focuses the analysis on the countries with the greatest global impact on taxonomy, either in terms of publications or specimens. The second criterion eliminates the high degree of uncertainty in ratios of very small numbers. For example, 1/5 (0.20) is very different from 2/5 (0.40), but, in this case, a numerator of 1 or 2 may simply reflect a single article’s being published in December 2008 rather than in January 2009 and may not really represent a twofold difference in the scope of taxonomic work in a country.

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The TIP:NES ratio indicates the level of taxonomic infra-structure in each country relative to the total global effort being expended on the flora and fauna of that country. The countries with the highest ratios are at the top of the list and have high levels of taxonomic infrastructure relative to the number of NES discovered with specimens from the country. For example, 82 NES had specimens from Germany, but 486 new species articles from the WoS had author affiliations in Germany. Clearly, many of the new species described by Germany-affiliated authors were from countries other than

Germany. Intermediate ratios in the middle of the list charac-terize countries with relatively high levels of both indigenous NES and taxonomic infrastructure. Countries with low ratios appear at the bottom of the list, and they tend to be high-biodiversity countries with limited taxonomic infrastructure. For example, 692 NES had specimen localities in Indonesia, but only 23 new species WoS articles had author affiliations in Indonesia. This indicates that a great deal of the taxonomic effort on the flora and fauna of Indonesia is being expended by taxonomists working outside of the country.

Table 1. New extant species (NES), Web of Science (WoS) taxonomy articles, and international collaboration for 29 key countries in 2008.

Percentage with international collaboration

Country NES

Taxonomic infrastructure proxy (TIP)

TIP:NES ratio

Alpha-taxonomy articles

All WoS articles

Difference between the previous two cells

Top collaborator

Number of collaborating countries

Germany 82 486 5.93 64.81 43.03 21.79 United States 71

Poland 23 129 5.61 47.29 31.75 15.54 United Kingdom 32

Netherlands 33 127 3.85 75.59 47.78 27.81 Germany, United States

45

Czech Republic 31 119 3.84 56.30 42.53 13.78 United States 41

United Kingdom 108 366 3.39 75.41 39.11 36.30 United States 69

United States 801 1333 1.66 48.76 23.73 25.03 Canada 87

Italy 125 187 1.50 53.48 38.62 14.86 United Kingdom 41

Canada 143 212 1.48 62.74 40.78 21.96 United States 45

Spain 215 282 1.31 61.35 37.21 24.13 United States 54

South Korea 187 235 1.26 33.19 25.29 7.90 China 21

Russia 215 266 1.24 56.02 31.60 24.41 United States 38

France 285 310 1.09 69.68 45.93 23.75 United States 60

Argentina 187 178 0.95 48.31 40.95 7.37 United States 25

Japan 461 424 0.92 47.17 23.42 23.75 United States 46

Turkey 161 103 0.64 41.75 15.92 25.83 Germany 24

Brazil 1027 469 0.46 32.41 24.72 7.69 United States 39

China 1582 684 0.43 37.13 22.92 14.22 United States 36

New Zealand 210 78 0.37 64.10 47.75 16.36 United States 34

South Africa 357 127 0.36 51.18 43.75 7.43 United States 37

Mexico 499 172 0.34 43.02 41.87 1.15 United States 28

India 433 136 0.31 33.09 18.02 15.07 United States 29

Australia 1035 258 0.25 48.06 40.11 7.95 United States 38

Iran 185 45 0.24 73.33 19.01 54.32 United Kingdom 28

Thailand 362 79 0.22 78.48 51.34 27.14 Japan 15

Chile 157 33 0.21 78.79 50.14 28.64 Spain 15

Venezuela 202 35 0.17 74.29 46.43 27.86 United States 19

Panama 165 24 0.15 87.50 86.71 0.79 United States 9

Vietnam 305 24 0.08 87.50 75.95 11.55 Russia 14

Indonesia 692 23 0.03 91.30 78.31 12.99 Japan 10

Totala 5262 36.77 19.46 17.32

Note: The countries are sorted by the “TIP:NES ratio” column. aThe total figures are not sums or averages, because many articles have author affiliations from more than one country; they were derived from the pool of WoS alpha-taxonomy articles with author affiliations from any one of the countries listed in this table.

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Overall, the rate of international collaboration among the WoS new species articles (36.77%) was substantially higher than the international collaboration rate among all WoS records with affiliations from these countries (19.46%), as it was for each of the 29 individual countries (table 1). Only four of these countries (Brazil, China, India, and South Korea) had international collaboration rates among the WoS new species articles below 40%. Clearly, international collaboration plays a major role in taxonomic research among all countries. The United States was often the top collaborator country—that is, the country with the greatest number of collaborative articles—which is not surprising, given the large number of articles with US affiliations. In other cases, the top col-laborator appears to have been dictated by either geographic proximity (e.g., China is South Korea’s top collaborator) or historical affiliations (e.g., Spain is Chile’s top collaborator).

The seven countries with TIP:NES ratios less than 0.25, such as Indonesia and Vietnam, had the highest percentages of international collaborations, with an average of 81.60% (standard deviation [SD] = 7.11%; figure 3), and their limited numbers of articles with local affiliations resulted in com-paratively low numbers of collaborating countries, with an average of 15.71 (SD = 6.37%; table 1). These figures are con-sistent with high international interest in their biodiversity and the limited production of articles by authors affiliated with these countries outside of international collaborations. The latter point is not unique to the field of taxonomy; the results in table 1 in the All WoS articles column, which

include all fields of study, also show international collaboration rates of more than 50% for many of the countries with the lowest TIP:NES ratios.

The 17 countries with intermedi-ate TIP:NES ratios, between 0.25 and 1.66 (table  1, United States through Australia), such as Brazil and India, had the lowest percentages of international collaborators, with an average of 48.91% (SD = 11.41%; figure 3), and intermedi-ate numbers of collaborating countries, with an average of 40.12 (SD  = 15.90). The high numbers of both indigenous NES and affiliated articles combined with modest proportions of collabora-tion relative to other countries are con-sistent with a strong focus on local flora and fauna by taxonomists affiliated with these countries.

For the five countries with TIP:NES ratios between 3.39 and 5.93, such as the United Kingdom and Germany, the percentage of articles with international collaborators was intermediate, with an average of 63.88% (SD  = 12.29%; figure  3), whereas the number of col-laborating countries was highest, with an

average of 51.60 (SD = 17.46; table 1). These figures are con-sistent with an interest in a geographically broad spectrum of the Earth’s biodiversity by taxonomists affiliated with these countries; the numbers of affiliated publications far outnumbered NES discoveries among their local flora and fauna. The United States had the highest numbers of both publications and collaborating countries, with coauthors affiliated with 87 different countries among its 2008 WoS alpha-taxonomy articles.

The roles of specimen collecting issues and policies in species discoveryThe type specimen lists for many new species described in 2008 included specimens collected in the nineteenth century (e.g., Myopa hirsuta in Stuke and Clements 2008). Data on the time lag between specimen collection and new species description can reveal the relative importance of current expeditions, defined here as collection within 5  years of publication, and legacy specimens, defined here as collec-tion more than 10 years prior to publication, in new species discovery. Although specimen year data were not collected for all 16,001 NES in the survey, data were obtained for five random samples of new species described in 2008 WoS articles. Cases in which specimen-locality countries and author-affiliation countries are either overlapping or mutually exclusive (supplemental table S6) can indicate the roles of current and legacy specimens in both internationally collaborative and local species-discovery efforts.

Figure 3. Relationship between international collaboration rates and the ratio of taxonomic infrastructure proxy (TIP) to new extant species (NES) discovered in each country. The TIP value is the number of Web of Science (WoS) taxonomy articles with author affiliations in a given country. The countries with a low ratio (less than 0.25) tend to be tropical, high-biodiversity countries and show the highest average international collaboration rate. The countries with the highest ratios (more than 3.3) are in Europe and show an intermediate level of international collaboration. However, among the three groups, only the low and intermediate ratio groups show a statistically significant difference in average international collaboration rates.

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The specimen collection years among the 150 species sampled were highly variable, ranging from 1848 to 2008, and included 4 (2.7%) and 11 (7.3%) species with specimens collected in the nineteenth century and prior to 1958 (i.e., 50 years prior to publication), respectively. Overall, 58% of the species included recently collected specimens (table S6), and 37% and 26% of them included specimens collected at least 10 or 20 years prior to publication, respectively. These data suggest that, although legacy museum collections do contain many undescribed species, the majority of new species descriptions include recently collected specimens.

For each of the three country sets listed in table  S6, data were obtained for 30 species for which the specimen-locality and author-affiliation countries were the same (table  S6). Species with specimens collected within 5 years (67%), at least 10 years (27%–33%), and at least 20 years (13%–20%) prior to publication had similar proportions for each group. Table S6 shows data for cases in which the authors affiliated with the set-1 countries—the United States and Europe—described species from either set-2 or set-3 countries, such as Brazil and Madagascar, respectively, without any coaffiliations from countries in sets 2 or 3 (the sets are defined in table S6). In both cases, the proportions of new species with recently collected specimens (43%–47%) were lower than those for cases in which the author-affiliation and specimen-locality countries matched (67%). In addition, the percentages of specimens collected more than 10 years prior to publication were higher when specimen-locality and author-affiliation countries did not match (40%–60%) than when they did match (27%–33%) among the three sets. Together, these data suggest that legacy specimens are more common when authors describe new spe-cies from outside of their current affiliations and that recently collected specimens appear more frequently when specimen localities and author affiliations coincide. Although this is not surprising, these observations further underscore the impor-tance of ongoing collection efforts in species discovery.

Over the past two decades, international taxonomic collaboration has operated under the guidelines of sev-eral policies designed to protect the rights of indigenous people to regulate access to their local biological diversity by researchers from other countries (e.g., UN 1992, CBD 2010). Some authors have expressed concern that, in addi-tion to reigning in the exploitation of these resources, these policies may also, to some degree, impede international collaboration in taxonomy (e.g., Prathapan et al. 2006, Jinna and Jungcurt 2009, Cock et  al. 2010, Martinez and Biber-Klemm 2010). However, the data presented here suggest that international collaboration is currently a major feature of taxonomic research across the full developed–developing country spectrum. A more comprehensive survey, which includes data for new species described before and after the implementation of these policies, would be necessary to determine any direct effects of the policies on either species-discovery or international-collaboration rates. In addition, a more comprehensive analysis of various aspects of speci-men collection dates, such as differences among taxonomic groups, between marine and terrestrial habitats, and those among individual countries, would be an interesting topic for further study.

Taxonomy as a research priorityThe degree to which a particular issue is prioritized in the research enterprise of a country is indicated by its propor-tion in the research output from that country. On the basis of this criterion, new species discovery tends to be a much higher research priority in high-biodiversity countries than in low-biodiversity countries. Globally, alpha-taxonomy articles occupy less than 1% of the WoS-indexed literature, although they grew from 0.34% in 2008 to 0.41% in 2012—an average annual increase of 5.14%. Some of this growth was due to the expansion of the megajournal Zootaxa; when it is excluded from the results, the percentages for 2008 and 2012

Table 2. Taxonomy as a research priority based on its prominence among all Web of Science (WoS) publications with author affiliations from all countries in the indicated continent.

2008 2012

Taxonomyb Taxonomyb

Region All WoSa Number Percentage All WoS Number Percentage

Latin America 64,345 940 1.46 79,362 1222 1.54

Africa 27,278 224 0.82 38,408 304 0.79

Australia, Oceania 53,732 341 0.63 70,957 478 0.67

Asia 327,329 1628 0.50 445,481 2428 0.55

Europe (including Russia) 602,503 2397 0.40 676,241 3200 0.47

Middle East 62,390 226 0.36 92,044 378 0.41

United States and Canada 545,787 1,481 0.27 576,337 1745 0.30

Total 1,653,639 5,767 0.34 1,837,872 7559 0.41

Note: These counts are based on all author-affiliation countries listed in the country field of the WoS records. aThese data represent WoS alpha-taxonomy articles with author affiliations in the region indicated and were obtained using year-of-publication queries of 2008 or 2012 appended with and (“new species” or “n sp” or “sp n” or “sp nov”) in the topic field.

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shift from 0.34% and 0.41% (table  2) to 0.30% and 0.34%, respectively—an average increase of 3.33%. The percentages of 2012 WoS alpha-taxonomy articles were higher among articles with author affiliations in Latin America (1.54%), Africa (0.79%), and Australia and Oceania (0.67%) than for

Asia (0.55%), Europe (including Russia, 0.47%), the Middle East (0.41%), and the United States and Canada  (0.30%) (table  2). As with the global figures, the percentages for each region except Africa also increased between 2008 and 2012.

Table 3. Taxonomy as a research priority based on its prominence among all Web of Science (WoS) publications with author affiliations from individual countries.

2008 2012

Taxonomy Taxonomy

Region Country All WoSa Number Percentage All WoSa Number Percentage

Latin America Brazil 34,486 469 1.36 43,940 657 1.50

Mexico 10,711 172 1.61 12,625 210 1.66

Argentina 8289 178 2.15 9748 202 2.07

Chile 4888 33 0.68 7073 45 0.64

Colombia 2544 35 1.38 3876 53 1.37

Africa South Africa 8662 127 1.47 12,374 156 1.26

Egypt 4761 15 0.32 8225 26 0.32

Tunisia 2487 13 0.52 3470 25 0.72

Nigeria 2493 3 0.12 2486 5 0.20

Algeria 1455 2 0.14 2120 8 0.38

Morocco 1463 4 0.27 2009 9 0.45

Australia, Oceania Australia 46,161 258 0.56 62,034 387 0.62

New Zealand 8363 78 0.93 10,274 96 0.93

Asia China 117,170 684 0.58 197,566 1163 0.59

Japan 92,864 424 0.46 92,403 447 0.48

South Korea 39,785 235 0.59 56,059 310 0.55

India 43,365 136 0.31 54,182 300 0.55

Taiwan 24,823 99 0.40 30,740 122 0.40

Singapore 8990 49 0.55 12,705 54 0.43

Malaysia 3469 23 0.66 9477 70 0.74

Thailand 5306 79 1.49 7486 136 1.82

Vietnam 1077 24 2.23 1922 66 3.43

Indonesia 996 23 2.31 1670 29 1.74

Europe (including Russia) United Kingdom

129,368 366 0.28 147,749 413 0.28

Germany 110,685 486 0.44 123,541 601 0.49

France 76,282 310 0.41 84,042 404 0.48

Italy 63,909 187 0.29 73,151 237 0.32

Spain 51,098 282 0.55 65,835 386 0.59

Netherlands 36,836 127 0.34 45,470 176 0.39

Switzerland 26,597 84 0.32 32,137 112 0.35

Russia 30,331 266 0.88 30,757 415 1.35

Middle East Turkey 23,491 103 0.44 29,602 118 0.40

Iran 13,602 45 0.33 26,778 131 0.49

Israel 14,750 29 0.20 15,623 26 0.17

Saudi Arabia 2278 21 0.92 8306 61 0.73

Pakistan 3448 16 0.46 6455 28 0.43

United States and Canada United States 490,181 1333 0.27 515,600 1582 0.31

Canada 70,226 212 0.30 78,170 241 0.31

Note: Data are shown for the top eight countries in Europe (including Russia) and all other countries with more than 1500 affiliated WoS records for 2012. See table 2 for the queries used.

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Table  3 shows data at the country level for both 2008 and 2012 for the eight European countries with the highest numbers of WoS articles and for all other countries with over 1500 WoS articles in 2012. For some countries, such as South Africa and Russia, the percentages of alpha-taxonomy articles were considerably higher than those for their region, whereas for others, such as Chile, Nigeria, and the United Kingdom, they were considerably lower. Within Asia, new species articles tend to occupy a much larger proportion of the published literature from tropical countries, such as Thailand, Vietnam, and Indonesia, than from countries out-side or only partially in the tropics. However, Malaysia and Singapore are exceptions to this pattern. The consistency of all of the patterns noted above between the 2008 and 2012 data suggests that they are truly representative of the publishing patterns of the countries and regions involved.

Speculations on the future of new species discoveryOn the basis of a current rate of approximately 20,000 new species described per year, an estimate of 8  million unde-scribed species (Strain 2011) suggests that about 400 years would be required to describe all of the species on Earth, an unacceptable time frame, given the current rates of extinc-tion (Padial et al. 2010). There are signs that the discovery of new species is gaining momentum. Our data indicate a modest increase in both the number and the proportion of WoS records that include new species descriptions. Recent initiatives such as the Census of Marine Life (www.coml.org) and iNaturalist (www.inaturalist.org) are overcoming some of the geographic constraints that have traditionally impeded global species discovery. Scientists who do have access to undersampled, politically isolated countries should increase specimen-collection activities there—such as the expedi-tions of Polish taxonomists in North Korea (e.g., Bankowska and Sterzynska 1997). Increasing overall funding levels for systematics research would help alleviate the concern that “we still need more taxonomists” (Bacher 2012, p.  66), to which one response was “Where should that effort be con-centrated?” (Joppa et al. 2011b).

The growth of taxonomic discovery in some high- biodiversity countries, such as Brazil (Tancoigne et al. 2011), is beginning to shift the geographic disparity between taxonomists and biodiversity. The patterns in NES discov-ery rates found here indicate that one priority should be increasing the local taxonomic efforts by scientists in the high-biodiversity countries that are characterized by either relatively few current publications, such as Madagascar and Ecuador, or NES figures that seem low in light of those coun-tries’ known biodiversity, such as in Bolivia and Peru. Today, alpha taxonomy tends to be a higher research priority among high-biodiversity- than among low-biodiversity-country-affiliated authors (table 2). This fact may simply reflect the access that scientists affiliated with tropical countries such as Mexico have to an abundance of undescribed species or the modest expense of taxonomy relative to many other fields of scientific investigation. Despite high collaboration rates,

many biodiverse countries still show only limited local taxo-nomic activity, as is reflected in the extremely low numbers of affiliated WoS new species publications.

Grant programs such as PEET and the recommendations of the UN-sponsored International Platform for Biodiversity and Ecosystem Services (Perrings et  al. 2011) emphasize international collaborations that fully engage host-country scientists and the training of local taxonomists during col-lection expeditions to such countries. The continuing efforts of locals after the international visitors return home would undoubtedly increase the spatial, seasonal, and taxonomic thoroughness of field sampling and the rates of species dis-covery in megadiverse regions. However, the degree to which these collaborations succeed in stimulating long-term local efforts is unclear.

Consider Madagascar as an example. Only 12 WoS tax-onomy publications in 2008 had Madagascar affiliations. However, Madagascar has over 40,000 students enrolled in its six universities, according to the Southern African Regional Universities Association (www.sarua.org), and the Thèse Malgaches en Ligne database (www.bu.univ- antananarivo.mg/theses2/statAction.action) contains over 15,000 academic theses, about 10% of which are devoted to local flora and fauna. With a per  capita nominal GDP of US$458, Madagascar’s indigenous taxonomic workforce could be greatly expanded with very modest international investments in training and student scholarships.

The methods of analysis used here could be applied to other areas of global field biological research, such as bio-logical conservation or biodiversity studies, to determine whether the same characteristics found here for taxonomy apply to field-oriented biology in general. A greater under-standing of the forces influencing field biological research on a global scale could inform policies and funding decisions in the contexts of broader development issues and initiatives.

AcknowledgmentsThe authors thank Michael Ghiselin and Norman Penny, both at California Academy of Sciences, for useful discus-sions regarding this project and the library staff at the University of California, Berkeley, and at the California Academy of Sciences for allowing us to use their collections.

Supplemental materialThe supplemental material is available online at http:// bioscience.oxfordjournals.org/lookup/suppl/doi:10.1093/biosci/ biu035/-/DC1.

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Michael L. Grieneisen, Yu Zhan, and Minghua Zhang ([email protected]) are affiliated with the Department of Land, Air, and Water Resources, and Daniel Potter is affiliated with the Department of Plant Sciences, at the University of California, Davis. MLG and Minghua Zhang are also affiliated with Wenzhou Medical College, Wenzhou, Zhejiang, China.